Macro Update: The Flip Side of Inflation

In part two of our interview series, Ares Co-President Kipp deVeer explains where the firm sees the strongest opportunities in the “new economy," and why it’s moving from financing data centers to building them. 

We ask the Co-President of Ares what’s really happening in the private credit market, the advantages of being a scale player, and where he sees performance dispersion among managers. 

We asked six leading investors at Vista, Hg, Advent, CVC, KKR, and Apollo where AI is creating value today—and what it will take to unlock the next wave of transformations. 

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US ... Show More

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ... Show More

One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy.(If a formal recession is declared, will it be short-lived?)Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, ... Show More

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... Show More

<p>The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.</p> 

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.